Tesla's cars are funding something far larger than an auto business, and Wall Street has barely started to price it in. The real question is whether the income statement ever catches up…
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives…
Chip stocks are selling off hard even as bond yields fall and the broader market turns green, yet one name in the sector is holding completely flat while its peers bleed out.
Jensen Huang built Nvidia from a scrappy graphics chip startup into a company now sitting at the center of the AI revolution, and his personal fortune has followed a trajectory that few…
Douglas A. McIntyre Bank of America sees Nvidia shares trading at a steep discount to where they should be, but the bold price target rests on assumptions that could unravel fast given the debt piling…
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race…
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI…
Aurora Innovation operates the only driverless Class 8 trucks running at scale on U.S. public roads, and that monopoly position is drawing serious attention from some of the heaviest hitters in freight…
OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door. Analyst Ed Zitron lays out exactly what breaks when the world's most…
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside…
Vanguard slashed fees on 53 funds this year and deliberately left one of its biggest, most profitable sector ETFs off the list. Whether that omission should change how you hold it depends…
Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls…
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable…
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
AWS just posted its fastest growth in 18 quarters, yet one rival quietly routes the most profitable AI workloads around Amazon entirely. The company benefiting most may not be the one you…
